Wealth Management Administrator
Location - Woking
Salary - £27,000 - £35,000 depending on experience
Hours - Full-time / In Office
We are looking for an enthusiastic Wealth Management Administrator to assist Financial Planners in managing client relationships, handling client queries, processing applications, and supporting financial planning tasks.
Through a carefully structured process, we help clients identify what is important to them and the financial objectives they want to achieve throughout their lifetime.
We offer a comprehensive range of financial solutions from retirement planning to investment planning, providing bespoke face-to-face wealth management advice to individuals, businesses & trustees.
As an innovative and forward-thinking company that is expanding, we are looking to bring on board a Wealth Management Administrator ready to progress in a fast-paced and dynamic environment.
What you will be doing?
As Wealth Management Administrator you will be part of the team responsible for a variety of different administration tasks to support the Advisers and provide an exceptional level of support to their valued clients
You will answer the telephone and deal with queries from clients
Arrange client appointments, preparing portfolio summaries and fund analysis reports prior to meetings
Liaise with financial services companies to obtain client information and valuations
Submit new business applications in line with regulatory standards
The full end to end process involved with a busy St. Jamess Place Practice
The ideal candidate:
You will be a proactive, logical, and driven individual with the ability to use their initiative to help navigate through a wide range of administrative responsibilities
This is an interesting and busy role that would suit an outgoing and confident candidate who enjoys using their initiative and who has a genuine can do working style
You will have good communication skills and will be highly organised with an excellent eye for detail. You will have strong verbal, written and problem-solving skills
You will need previous work experience as an Administrator, ideally with a St James's Place Partner Practice in an office support role
Excellent customer service and the ability to build rapport and manage client relationships
Strong working knowledge of Excel, Word, and other Microsoft Office Programs
It is essential that you are confident in dealing with colleagues,third parties andcan workwith total discretion.
St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base.
SJP has funds under management in excess of £198.5bn.This business is well established and highly successful.
Please note that this SJP Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
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